Decarbonisation a major driver
Nick Langley, Portfolio Manager at Clearbridge Investments, a specialised investment manager from Franklin Templeton, on the impact of the US Inflation Act, the Ukraine war, and the need for energy security on the opportunity in infrastructure
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.